Posted 7 days ago
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**Manager, Communication Consultant - Tax-Exempt Core (Non-Profit) Clients** Oversee participant communication strategies for Fidelity's Tax-Exempt Core Non-Profit clients, ensuring quality, accuracy, and cost-effectiveness. Collaborate cross-functionally to manage high-volume projects, streamline workflows, and drive process improvements. Position Fidelity's TEM Core communications model while aligning with client priorities. **Requirements:** - 2-3 years' communications consulting experience, preferably in employee benefits or financial services. - Proven project management skills and proficiency with Microsoft Office. - Strong written, verbal, interpersonal, and problem-solving skills, with an ability to handle multiple deadlines. - Detail-oriented with exceptional editing and proofreading skills. - Knowledge of Fidelity's communications offerings for various product offerings. - FINRA Series 6 (required within 90 days), Series 63 (preferred).
- Compensation
- Not specified
- City
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- Country
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Currency: Not specified
Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position
Partner with Fidelity Managing Directors to develop and execute participant communication strategies for Tax-Exempt Core Non-Profit clients. Manage the end-to-end delivery of educational, plan, and regulatory communications, ensuring quality, accuracy, and cost-effective production. Collaborate with cross-functional teams and vendors to oversee high-volume projects, streamline workflows, and drive process improvements. Ensure timely delivery, effective governance, and exceptional participant experience through best-practice communication solutions. Consult with the Managing Director on the communication and education strategy for the project, uncovering key client priorities and needs, while positioning the current TEM Core communications model appropriately.
The Expertise and Skills You Bring
Degree in Journalism, Communications, English, Marketing, or related field strongly desired
Experience in employee benefits communication and/or financial services preferred
2-3 years communications consulting experience preferred
Proven project management experience required
SIE required. Series 6, 63 licenses preferred (must be obtained within 90 days of hire).
Working knowledge of communication processes from creation through distribution across
multiple media (print, email, internet). Print production experience a plus.
Strong written, verbal, interpersonal, and problem solving skills.
Ability to handle multiple deadlines and work independently or collaboratively.
Detail oriented with strong editing/proofreading skills.
Customer-focused with analytical and creative thinking skills.
Knowledge of Fidelity's communications offerings and capabilities for a multitude of product
offerings (e.g., Financial Wellness, Personalized Planning and Advice, Self-Directed Brokerage,
Roth, Health Savings Account, etc.)
Proficiency with Microsoft Office and other internal systems (e.g., Comhub, PSW, Xtrac).
The Team
The Communications Consultant Team partners with Relationship Management, serving clients in the Tax-Exempt area to deliver critical retirement plan communications. We support hospitals, universities, governments, and faithbased organizations whose missions center on helping people thrive. Our work helps participants improve financial wellness and outcomes and become retirement-ready through clear, effective communication.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 06 - FINRA, Series 63 - FINRACategory:
CommunicationPlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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